Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Crown Oak Centre Drive, Longwood, FL 32750 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| NY | RA | APPROVED | 2026-03-11 |
| GA | RA | APPROVED | 2018-11-06 |
| FL | RA | APPROVED | 2000-02-15 |
Branch Locations
100 Crown Oak Centre Drive, Longwood, FL 32750 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sdr Investment Management, Inc. | Longwood | FL | 03/2003 | Present |
| Kalos Capital | Alpharetta | GA | 07/2012 | 05/2017 |
| Primary Capital, Llc | New York | NY | 06/2017 | 10/2019 |
| International Assets Advisory, Llc | Longwood | FL | 10/2019 | 05/2023 |
1) LEE SILER - REAL ESTATE 627 ESTATES PLACE, LONGWOOD, FL 32779 - RENTAL PROPERTY - OWNER/PRINCIPAL SINCE 2008 - APPROX 1 HR/MO - RENTALS/SALES 2) SFG ENTERTAINMENT SERVICES, LLC 100 CROWN OAK CENTRE DRIVE LONGWOOD, FL 32750 - MUSIC AND MUSIC PRODUCTION - OWNER/PRESIDENT SINCE 2018 - APPROX 5 HRS/MO - PERFORMANCE/PROFIT SHARING 3) SFG, LLC., dba EXECUTIVE INSURANCE OF CENTRAL FL 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL 32750 - LIFE AND FIXED INSURANCE -OWNER/PRINCIPAL SINCE 03/2009, LICENSED INSURANCE AGENT - APPROX 4 HRS/MO - COMMISSIONS/PROFIT SHARING 4) PORTFOLIO TAX AND ACCOUNTING, LLC 100 CROWN OAK CENTRE DRIVE LONGWOOD, FL 32750 - TAX PREPARATION - MEMBER SINCE 8/2022 - LESS THAN 1 HR/MO - PROFIT SHARING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-14 |
Reach out to this advisor